Location
New York, NY
Holdings as of
9/30/2021
Date filed
11/10/2021
Form type
13F-HR
Num holdings
1,652
Total value ($000)
$10,085,913
Net value change ($000)
-50,426 (-0.5%)
New positions
15
Sold out positions
32
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LQD 43,046 29.2%
VCSH 40,034 30.2%
MRNA 17,071 2614.2%
TSLA 14,185 20.8%
EFA 13,062 3.2%
MSFT 12,218 4.4%
AAPL 11,544 4.0%
ZUORA INC 10,708 NEW
GOOGL 9,789 10.2%
GME 7,918 468.5%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -39,543 -100.0%
GE -15,414 -100.0%
TECH -12,961 -84.0%
PRA Health Sciences, Inc. -9,359 -100.0%
BRO -9,212 -80.0%
DAY -9,105 -82.1%
ZWS -8,139 -100.0%
SYNA -7,606 -42.3%
Cloudera, Inc. -7,140 -100.0%
XPO -5,644 -44.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type